Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$589M |
| 2 |
Simon Property Group
SPG
|
+$553M |
| 3 |
Apple
AAPL
|
+$526M |
| 4 |
JPMorgan Chase
JPM
|
+$449M |
| 5 |
Chevron
CVX
|
+$391M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.25% |
| 2 | Real Estate | 11.42% |
| 3 | Technology | 11.1% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
J.M. Smucker
SJM
$13.2B
| $19.6M | 0.04% |
+189,650
| New | +$19.3M |
|
452
Waste Management
WM
$96.1B
| $19.5M | 0.04% |
+484,224
| New | +$19.6M |
|
453
Hershey
HSY
$37.2B
| $19.5M | 0.04% |
+218,028
| New | +$19.3M |
|
454
Wolfspeed
WOLF
$1.14B
| $19.5M | 0.04% |
+304,727
| New | +$17.8M |
|
|
DNR
455
DELISTED
Denbury Resources, Inc.
DNR
| $19.4M | 0.04% |
+1,121,345
| New | +$20.1M |
|
|
HUB.B
456
DELISTED
HUBBELL INC CL-B
HUB.B
| $19.4M | 0.04% |
+196,016
| New | +$19M |
|
457
Ryanair
RYAAY
$31.1B
| $19.4M | 0.04% |
+917,480
| New | +$17.4M |
|
|
RFMD
458
DELISTED
RF MICRO DEVICES INC
RFMD
| $19.3M | 0.04% |
+3,615,118
| New | +$19.4M |
|
459
Agilent Technologies
A
$39.7B
| $19.3M | 0.04% |
+631,608
| New | +$19.6M |
|
460
Invesco
IVZ
$13B
| $19.2M | 0.04% |
+603,044
| New | +$19.3M |
|
461
Estee Lauder
EL
$30.7B
| $19.2M | 0.04% |
+291,267
| New | +$19.9M |
|
462
Micron Technology
MU
$927B
| $19.1M | 0.04% |
+1,335,090
| New | +$14.8M |
|
463
Newmont
NEM
$96.4B
| $19.1M | 0.04% |
+638,271
| New | +$21.4M |
|
464
FirstEnergy
FE
$28.7B
| $19M | 0.04% |
+509,888
| New | +$21.4M |
|
465
NETSCOUT
NTCT
$2.89B
| $19M | 0.04% |
+813,329
| New | +$18.9M |
|
466
Zimmer Biomet
ZBH
$18.5B
| $18.7M | 0.04% |
+257,233
| New | +$19.2M |
|
467
Conagra Brands
CAG
$7.38B
| $18.6M | 0.04% |
+685,546
| New | +$18.5M |
|
|
ESL
468
DELISTED
Esterline Technologies
ESL
| $18.6M | 0.04% |
+256,778
| New | +$19M |
|
|
K
469
DELISTED
Kellanova
K
| $18.5M | 0.04% |
+306,166
| New | +$18.5M |
|
|
GPOR
470
DELISTED
Gulfport Energy Corp.
GPOR
| $18.4M | 0.04% |
+391,801
| New | +$19.2M |
|
471
Parker-Hannifin
PH
$125B
| $18.4M | 0.04% |
+192,837
| New | +$18.1M |
|
472
Visteon
VC
$2.85B
| $18.4M | 0.04% |
+291,084
| New | +$17.6M |
|
473
Hartford Financial Services
HIG
$39.3B
| $18.3M | 0.04% |
+592,450
| New | +$17.1M |
|
|
BMS
474
DELISTED
Bemis
BMS
| $18.3M | 0.04% |
+466,770
| New | +$18.5M |
|
|
BCS.PRD.CL
475
DELISTED
Barclays Bank Plc
BCS.PRD.CL
| $18.3M | 0.04% |
+720,489
| New | +$18.4M |
|
Similar funds
Principal Financial Group's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Principal Financial Group, which disclosed 2,248 positions worth $45.1B. Its ten largest holdings account for 9.3% of the portfolio.
Its largest position is ExxonMobil: 6,547,866 shares worth $592M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, followed by Real Estate and Technology.
- Principal Financial Group's largest Q2 2013 buy was ExxonMobil: 6,547,866 shares worth $592M.
- Principal Financial Group's ten largest holdings make up 9.3% of its $45.1B portfolio in Q2 2013.
- Principal Financial Group disclosed 2,248 positions in Q2 2013, its first 13F filing on record.
Based on Principal Financial Group's 13F filing for Q2 2013, filed 12 Aug 2013.